Interactive FAQ
Every answer offers a direct action: open the matching guide.
Download the official Excel template (9 columns, no ID), fill in one row per item, then import the file. EX ERP checks the data, you fix anything needed, and confirm.
Yes. Everything is configurable from Tools — categories, statuses, tags, cities, places, locations, channels and sources. You can also create a value on the fly during an add or an import.
They're generated automatically in the EX-000001 format when an import is confirmed. They're never entered by hand and stay unique and permanent within each company.
Yes, with the Multiple plan: up to 5 fully independent companies, each with its own database, stock, sales and numbering.
A main account manages up to 5 separate ERPs from a single admin interface. No data is shared between companies. Multiple also adds team messaging and product comments.
Reserved for the Multiple plan: Messaging offers channels (Stock, Sales, Pop-up, General…), instant messages, attachments and @teammate mentions. Every product record also has a section to keep notes on the item.
Yes, as Excel or CSV, with the columns of your choice, from the action bar in Stock or Sales.
After import, EX ERP generates a label (barcode + reference + product name + price) ready to print, in Dymo 57×32mm format.
Via the Inventory search, or the "Where is this item?" search in Locations, which points to its exact rack or bin.
Automatically on every sale if an email or phone number is entered: EX ERP finds the person if they already exist, or creates a new one. Without that information, the sale simply stays without a customer — a name alone never triggers a merge.